AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$665K
3
+$533K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$524K
5
DVN icon
Devon Energy
DVN
+$402K

Top Sells

1
+$526K
2
+$294K
3
+$270K
4
GAB icon
Gabelli Equity Trust
GAB
+$241K
5
HNDL icon
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
+$222K

Sector Composition

1 Technology 4.12%
2 Financials 3.15%
3 Industrials 2.74%
4 Energy 2.57%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$12.6K 0.01%
27
602
$12.5K 0.01%
1,191
+31
603
$12.5K 0.01%
200
604
$12.4K 0.01%
1,122
605
$12.4K 0.01%
300
606
$12.4K 0.01%
133
607
$12.3K 0.01%
87
608
$12.1K 0.01%
162
609
$12.1K ﹤0.01%
197
+1
610
$12K ﹤0.01%
2,250
611
$11.9K ﹤0.01%
767
-1,524
612
$11.9K ﹤0.01%
222
-26
613
$11.8K ﹤0.01%
194
614
$11.8K ﹤0.01%
35
615
$11.7K ﹤0.01%
152
-561
616
$11.6K ﹤0.01%
62
617
$11.5K ﹤0.01%
521
618
$11.5K ﹤0.01%
414
+5
619
$11.5K ﹤0.01%
587
-170
620
$11.5K ﹤0.01%
119
621
$11.5K ﹤0.01%
1,045
622
$11.4K ﹤0.01%
264
623
$11.4K ﹤0.01%
146
+115
624
$11.3K ﹤0.01%
1,000
625
$11.3K ﹤0.01%
968
-294
23 24
25
26 27